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Michael A. Blum in conversation with Neil Howe on just about any topic = worthwhile viewing. These two gentlemen in conversation on the election-related topics flagged below = MUST viewing. I'm guarding my calendar for Thursday 9/12 accordingly and encourage others to do so also.

WATCH | A Real Conversation with Judy Shelton 🚨 We are excited to announce that renowned monetary economist and author Judy Shelton is joining Hedgeye CEO Keith McCullough for a special edition of "Real Conversations" on Thursday, September 12th at 11:00am ET. Click here to get

I finished building a tracker that shows me individual licensed clinicians at each $ACHC facility each month. Not to brag, but it's "clever" plus the data will be a useful dashboard for the biggest headwinds they face, hiring and retaining staff.

Cartoon of the Day ⛵️ It's been smooth sailing for Hedgeye subs in #Quad4 app.hedgeye.com/insights/15572…

This name has my interest.

Biggest ever one-week drop in cost of shipping a container from Shanghai to New York. Since hitting a July peak below $6000 pr 40ft box, the Drewy global #container #shipping index has seen a sharp reversal, slumping 13% this past week alone to $4168, slowing the YTD advance to

Wow not only is the Oshkosh NGDV insanely ugly(which I love), compared to the Grumman LLV it's HUGE.

Iconic $osk

We are launching on E&Ps today at 12:30pm ET. $PR, $MTDR, $CHRD. For access: insights.hedgeye.com/energy-pro-fer… Institutional email [email protected] Hedgeye

Going LIVE (free to watch) at 11AM ET! [WEBCAST] A Real Conversation with Judy Shelton app.hedgeye.com/insights/15537… via @hedgeye

🚨 MUST-WATCH | Judy Shelton on HedgeyeTV 🔊 Renowned monetary economist and author Judy Shelton discussed US dollar destruction, the ongoing erosion of Americans' purchasing power, the Fed's terrible history on inflation, and other critical economic issues in a new

This is awesome! Full interview right here. Was a really great chat. I managed to watch before doing our Black Book on E&Ps. Must watch!

Although this was on the Energy Show, credit to David Salem for the very interesting chart. My anecdote is that when I started in energy in 2010 we used LT oil price of $80/bbl real. 14 years later and we are $72/bbl nominal.

"Tesla is gearing up for its October 10 Robotaxi unveiling, which will take place at Warner Bros. Studio, and it’s currently running a fleet of cars around the lot to map the area" LOL, the "universal solution" needs to carefully map out a MOVIE STUDIO LOT in order to work!

Where it starts…worth a listen!

Meanwhile, these autonomy leaders already have robotaxis. This movie studio 10/10 event, camera-only “solution” is way behind. $tsla